Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFAI)

665 + Investors. Track Smart Money conviction in DFAI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +74
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — DFAI

Based on 665 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
665 hedge funds hold DFAI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+147 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 70% buying

443 buying191 selling
Last quarter: 443 funds were net buyers (102 opened a brand new position + 341 added to an existing one). Only 191 were sellers (163 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+53 vs last Q)

new funds entering per quarter
Funds opening a new DFAI position: 52 → 52 → 49 → 102. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 25% medium ■ 24% new
342 out of 665 hedge funds have held DFAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

70 → 52 → 52 → 49 → 102 new funds/Q
New funds entering each quarter: 52 → 52 → 49 → 102. A growing number of institutions are discovering DFAI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 20% 1-2yr ■ 35% new
Of 665 current holders: 300 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
17 of 665 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DFAI

How many hedge funds hold DFAI — quarterly history vs. share price
Quarterly hedge fund ownership of DFAI vs. share price

Market Analysis: DFAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAI

-- --
Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

28 top-rated funds 74 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
7.0
/ 10
conviction
Hedge Fund Positioning: DFAI
2026 Q1 Stats Unlock in 19 days 665 + Investors

Track Smart Money conviction in DFAI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 665 591 12.52%
13F Shares 269M 253M 6.4%
Total Value $10.25B $9.49B 8.04%
New Positions 102 49 +53
Increased Positions 341 335 +6
Closed Positions 28 23 +5
Reduced Positions 163 142 +21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

665 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFAI. Verified SEC 13F-HR filings.

Top 25 institutional holders of DFAI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Benson Investment Management Company, Inc. 33.37% 96,470 $3.8M
2 Monument Group Wealth Advisors, LLC 17.56% 812,122 $31.6M
3 Pioneer Wealth Management Group 15.53% 1,420,804 $55.4M
4 Kure Advisory, LLC 15.38% 724,813 $28.2M
5 Moisand Fitzgerald Tamayo, LLC 15.07% 3,599,322 $140.2M
6 Keyes, Stange & Wooten Wealth Management, LLC 13.21% 759,578 $29.6M
7 Marquette Asset Management, LLC 12.90% 2,216,137 $86.3M
8 LVZ, Inc. 12.88% 2,896,421 $112.8M
9 Valued Wealth Advisors LLC 12.49% 790,903 $30.8M
10 Aquire Wealth Advisors, LLC 12.49% 1,219,756 $47.5M
11 Thayer Financial, L.L.C. 12.43% 312,670 $12.2M
12 Klaas Financial Asset Advisors, LLC 12.40% 2,305,283 $89.8M
13 Consilium Wealth Advisory, LLC 11.41% 858,597 $33.5M
14 Graver Capital Management, LLC 11.28% 381,037 $14.8M
15 Spectrum Investment Advisors, Inc. 11.12% 574,320 $22.4M
16 GK Wealth Management LLC 10.90% 331,117 $12.5M
17 Allodium Investment Consultants, LLC 10.79% 578,268 $22.5M
18 Mendota Financial Group, LLC 10.70% 370,852 $14.4M
19 Next Level Wealth Planning, LLC 10.67% 533,171 $20.8M
20 DeLarme Wealth Management, Inc. 10.06% 400,792 $15.6M
21 Berman McAleer LLC 9.73% 1,830,009 $71.3M
22 Stonehearth Capital Management, LLC 9.35% 606,116 $23.6M
23 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9.22% 351,073 $13.7M
24 DWR WEALTH MANAGEMENT, LLC 9.18% 258,384 $9.9M
25 Trinity Financial Advisors LLC 9.16% 825,547 $32.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DIMENSIONAL ETF TRUST (DFAI)

What does the Smart Money Trend signal show for DFAI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFAI?

More buyers than sellers — 70% buying: Last quarter: 443 funds were net buyers (102 opened a brand new position + 341 added to an existing one). Only 191 were sellers (163 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAI holders?

Smaller funds dominant — 14% AUM from top-100: 17 of 665 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAI?

51% of holders stayed for 2+ years: 342 out of 665 hedge funds have held DFAI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.